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Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.

Insurance services are offered through W.A. Smith Financial, LLC.

Learn more about these common questions/concerns:

Will you run out of money in retirement?

Will your spouse be “OK” if you die?

Does your investment portfolio have too much market risk exposure?

What is the best way to create a “paycheck” from your retirement savings?

Do you have a truly “holistic” financial plan?

What does your current financial plan lack?


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